DLN:NYE-WisdomTree U.S. LargeCap Dividend Fund (USD)

ETF | Large Value |

Last Closing

USD 78.45

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.32M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-24 )

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Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.85% 73% C 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.85% 73% C 61% D-
Trailing 12 Months  
Capital Gain 9.87% 90% A- 75% C
Dividend Return 1.19% 34% F 25% F
Total Return 11.06% 92% A 72% C
Trailing 5 Years  
Capital Gain 75.13% 55% F 68% D+
Dividend Return 15.50% 42% F 41% F
Total Return 90.63% 49% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 8.70% 28% F 67% D+
Dividend Return 10.69% 25% F 67% D+
Total Return 2.00% 52% F 47% F
Risk Return Profile  
Volatility (Standard Deviation) 14.22% 49% F 66% D+
Risk Adjusted Return 75.21% 34% F 84% B
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.